IFPG
DXYZ

Intrepid Financial Planning Group’s Destiny Tech100 DXYZ Stock Holding History

Intrepid Financial Planning Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
+19,742
New +$743K 0.17% 76
2025
Q1 		– Sell
-4,200
Closed -$247K – 128
2024
Q4 		$247K Buy
+4,200
New +$143K 0.1% 106

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Intrepid Financial Planning Group's DXYZ Position: Q2 2026 in Review

Intrepid Financial Planning Group opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 19,742 shares worth $509K. The stake represents 0.17% of the portfolio and ranks #76 among its holdings. This is a return to the name: Intrepid Financial Planning Group previously reported a position in DXYZ as recently as Q4 2024.

Intrepid Financial Planning Group first reported a position in DXYZ in Q4 2024 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Intrepid Financial Planning Group held 19,742 shares of Destiny Tech100 worth $509K as of Q2 2026.
  • Destiny Tech100 was a new Intrepid Financial Planning Group position in Q2 2026.
  • Destiny Tech100 made up 0.17% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #76 holding.
  • Intrepid Financial Planning Group first reported a position in Destiny Tech100 in Q4 2024 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.